Sundry Photography/iStock Editorial via Getty Images Cloudflare ( NET ) shares surged 12% during early trading on Wednesday following its fourth quarter 2025 results , with analysts highlighting progress across the board on its go-to-market strategy. Needham reiterated its Buy rating on the stock and increased its price target to $285 from $250. "Cloudflare's 4QCY25 results were driven by broad-ba...
Sundry Photography/iStock Editorial via Getty Images Cloudflare ( NET ) shares surged 12% during early trading on Wednesday following its fourth quarter 2025 results , with analysts highlighting progress across the board on its go-to-market strategy. Needham reiterated its Buy rating on the stock and increased its price target to $285 from $250. "Cloudflare's 4QCY25 results were driven by broad-based strength, where the United States (49% of Total Revenue) maintained 31% yr-yr growth; and the EMEA (27%), APAC (16%), and Other (8%) regions each accelerated," said Needham analysts, led by Mike Cikos, in an investor note. "In addition, Revenue through Channel Partners and Direct Customers both accelerated yr-yr; where we believe the 74% increase in Revenue from Channel demonstrates success in Security, particularly the SASE offering." Baird analyst Shrenik Kothari upgraded the stock to Outperform from Neutral following the results and increased the price target to $260 from $230. Meanwhile, UBS retained its Neutral rating but nudged up its price target to $220 from $210. "It's hard to argue with the fundamental story, or doubt the momentum signaled by 4 quarters of increasing revenue beats, but at 22x CY27E EV/S, with zero FCF valuation support, the stock debate hinges on continued acceleration," said UBS analysts Roger Boyd and Dean Marriott in a note. "Assuming some upside to 1Q numbers, we think the prospect of a 2H deceleration paired with GM% pressure and limited OpM/FCF expansion doesn't make a particularly enticing entry point, and reiterate our Neutral Rating." J.P. Morgan also retained its Neutral rating and increased its price target to $145 from $135. "Cloudflare deserves substantial credit for delivering on revenue acceleration at scale, and we are bullish on that aspect of the performance," said J.P. Morgan analysts, led by Mark Murphy. "What continues to keep us on the sidelines is valuation, during a period where high-growth software is particularly expe...
John Conafay, a veteran of the US Air Force, has spent most of his career leading business development at public and private aerospace companies, including Spire, Astranis, and ABL Space Systems. At each company, Conafay ran into the same software hurdle: collaborating on government contracts was a logistical mess that forced his teams and their federal counterparts to rely on a tedious back-and-f...
John Conafay, a veteran of the US Air Force, has spent most of his career leading business development at public and private aerospace companies, including Spire, Astranis, and ABL Space Systems. At each company, Conafay ran into the same software hurdle: collaborating on government contracts was a logistical mess that forced his teams and their federal counterparts to rely on a tedious back-and-forth of PDFs and Excel files. The bottleneck was always the same—most project management tools like Atlassian’s Jira and Asana simply weren’t secure enough to meet the government’s strict security standards. So, in early 2022, Conafay launched Integrate, a collaboration platform designed specifically to allow private companies, the US Department of Defense, and other government agencies to work jointly on classified, multi-entity projects. Last year, the Seattle-based startup won a $25 million, five-year contract from the US Space Force. That validation from a major agency was one of the reasons Wesley Chan, co-founder and managing partner at FPV Ventures, just led Integrate’s $17 million Series A. Chan, known for early bets on Canva, Robinhood, Plaid, and more than 20 other unicorns, told TechCrunch he invested because Integrate solves a big problem for the government and the private companies that serve it. Until recently, the tech sector shunned selling to the US Department of Defense, feeling that it was immoral to create products for the military. But that sentiment changed after Russia invaded Ukraine and China began to be viewed as an adversary. This shift also means other project management companies may now want to sell their products to the government, but Conafay claims it will be technically difficult for them to catch up to Integrate. “If you don’t build something from the ground up with government requirements, you can’t really go back and re-architect software that exists for government purposes,” he told TechCrunch. Techcrunch event TechCrunch Founder Summit...
Val Vavilov was an early cryptocurrency adopter who built Bitfury over 15 years into one of the biggest players in the industry by designing hardware to mine Bitcoin. In recent years the Latvian billionaire, 46, has steered his empire towards data centers for artificial intelligence. Now, the latest crypto meltdown is a chance to buy again, he said. “For us, the fall in Bitcoin is an opportunity t...
Val Vavilov was an early cryptocurrency adopter who built Bitfury over 15 years into one of the biggest players in the industry by designing hardware to mine Bitcoin. In recent years the Latvian billionaire, 46, has steered his empire towards data centers for artificial intelligence. Now, the latest crypto meltdown is a chance to buy again, he said. “For us, the fall in Bitcoin is an opportunity to rebalance our portfolio and purchase a certain amount of Bitcoin at a low price,” he said in comments on WhatsApp, without disclosing the invested amount or how much he’s been buying. Last week’s crypto market meltdown dragged the token down more than 50% from its October peak, burning retail investors and rattling even long-time bulls. Michael Burry , who rose to prominence for his wager against the US housing market ahead of the 2008 financial crisis, warned that Bitcoin’s plunge could deepen into a self-reinforcing “ death spiral .” Bitcoin slid below $67,000 during Asian trading hours on Wednesday, falling to its lowest level since last Friday’s selloff, even though some data suggests that crypto whales are buying again . It’s become commonplace for crypto’s elite to stay bullish during bad routs. Michael Saylor ’s Strategy Inc. bought over $7 billion worth of Bitcoin since the Oct. 10 crash, according to data from its website . He’s also been encouraging others to buy. Vavilov is taking a more nuanced view. “We believe in Bitcoin and its growth, and we hold some of our assets in Bitcoin, but it is only one component of our investment portfolio,” he said, saying his company has long diversified into AI and other areas. Read More: Bitcoin Whales Are Buying Again as Other Investors Retreat (1) Bitcoin’s volatile start to 2026 saw the world’s largest cryptocurrency tumble at one point to its lowest level in over a year, wiping out the gains it had made since US President Donald Trump’s return to the Oval Office. Vavilov is a co-founder of privately held Bitfury Group Ltd...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Jeffrey Olson Chief Operating Officer — Jeffrey Mooallem Chief Financial Officer — Mark Langer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS FFO as Adjusted -- $1.43 per share for the year, a 6% increase, exceeding the $1.35 per share target set at the 20...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Jeffrey Olson Chief Operating Officer — Jeffrey Mooallem Chief Financial Officer — Mark Langer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS FFO as Adjusted -- $1.43 per share for the year, a 6% increase, exceeding the $1.35 per share target set at the 2023 Investor Day. -- $1.43 per share for the year, a 6% increase, exceeding the $1.35 per share target set at the 2023 Investor Day. Same Property NOI Growth -- 5% for the year and 2.9% for the quarter, supported by commencement of rents from the signed but not open pipeline and higher net recovery income. -- 5% for the year and 2.9% for the quarter, supported by commencement of rents from the signed but not open pipeline and higher net recovery income. Leasing Metrics -- 58 new leases signed for over 360,000 square feet at a 32% same-space cash rent spread, with new lease spreads above 20% for four consecutive years. -- 58 new leases signed for over 360,000 square feet at a 32% same-space cash rent spread, with new lease spreads above 20% for four consecutive years. Shop Occupancy -- Record high of 92.6%, representing a 170-basis-point increase; anchor occupancy ended at 97.5%, a 50-basis-point decrease attributed to a specific space taken back. -- Record high of 92.6%, representing a 170-basis-point increase; anchor occupancy ended at 97.5%, a 50-basis-point decrease attributed to a specific space taken back. Signed but Not Open Pipeline -- $22 million expected in additional annual gross rent, equal to 8% of current NOI. -- $22 million expected in additional annual gross rent, equal to 8% of current NOI. Redevelopment Project Investment -- 14 projects completed totaling $55 million generated a 19% unlevered yield; $166 million in redevelopment underway, projected to yield 14% unlevered. -- 14 projects completed totaling $55 million generated a 19% unlevered yield; $166 mil...
Ayaneo Next II Gaming Handheld Features AMD Strix Halo Technology Ayaneo has introduced its Next II gaming handheld which uses Strix Halo technology to power its high quality gaming abilities. The handheld device which was first revealed in 2022 now operates on AMD Strix Halo APU technology instead of its initial dGPU design. The device competes with high performance handheld gaming devices which ...
Ayaneo Next II Gaming Handheld Features AMD Strix Halo Technology Ayaneo has introduced its Next II gaming handheld which uses Strix Halo technology to power its high quality gaming abilities. The handheld device which was first revealed in 2022 now operates on AMD Strix Halo APU technology instead of its initial dGPU design. The device competes with high performance handheld gaming devices which include OneXPlayer Apex and GPD Win 5. The Ayaneo Next II features a 9.06 inch OLED panel. The display achieves its maximum brightness level of 1,155 nits to provide users with excellent viewing capabilities. The device has dimensions of 341.69 x 146.24 x 26.15 mm with a total weight of approximately 1.43 kg. The handheld system offers two AMD Strix Halo processor options for users to choose from: Ryzen AI Max 385: Found in the base models. Ryzen AI Max+ 395: Available in high tier configurations with increased RAM capacities. Ayaneo provides a 116 Wh external battery pack to fulfill the power needs of Strix Halo architecture. The system enables users to play for longer durations when compared with traditional internal battery systems used in smaller handheld devices. The device is currently available through Indiegogo. The price of the device depends on the chosen APU and RAM and storage combination: $1,799: Ryzen AI Max 385 with 32 GB RAM and 1 TB storage. $2,299: Ryzen AI Max+ 395 with 64 GB RAM and 1 TB storage. $3,499: Ryzen AI Max+ 395 with 128 GB RAM and 2 TB storage. The Ayaneo Next II will begin shipping all its configurations in June 2026. The launch introduces the first portable device which uses the Ryzen AI Max+ 395.
Furious female Labour MPs have told Keir Starmer to appoint a woman as his de facto deputy to oversee a “complete culture change” in Downing Street after a series of scandals they say have exposed a No 10 “boy’s club”. Harriet Harman, one of the party’s most senior figures, urged Starmer to revive the role of first secretary of state, a post previously occupied by Peter Mandelson under Gordon Brow...
Furious female Labour MPs have told Keir Starmer to appoint a woman as his de facto deputy to oversee a “complete culture change” in Downing Street after a series of scandals they say have exposed a No 10 “boy’s club”. Harriet Harman, one of the party’s most senior figures, urged Starmer to revive the role of first secretary of state, a post previously occupied by Peter Mandelson under Gordon Brown. But she insisted the role must be held by a woman to “transform the political culture in government around women and girls”. Starmer faced a packed meeting of the parliamentary Labour party on Wednesday after a torrid prime minister’s questions during which he faced repeated questions about Mandelson and his former communications chief Matthew Doyle, who it was revealed had campaigned on behalf of friend who at the time had been charged with possessing indecent images of children. Harman told Starmer to appoint a woman as first secretary of state, the most senior cabinet member after the prime minister and his de facto deputy. She said it would be “really powerful” if the role was given to a woman. “We need a complete culture change, and I think everybody recognises that,” Harman told the Guardian. “But it’s easier to say let’s change culture than to make it happen.” The first secretary role would “turbocharge” the government’s pledge to halve violence against women and girls over the next decade, she said. “It would deal with culture change, but it would also hold every government department accountable for what they are doing on women, and empower the work on women that’s happening in each of those departments.” The fallout of the Mandelson scandal, worsened by the revelations about Doyle, has sparked real anger among Labour ranks and particularly among female MPs. “Anger and grief in huge measure is what those of us from Labour’s progressive wing feel now,” the local government minister, Alison McGovern, wrote in a blog. “It’s our culture that doesn’t properly hear wo...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 8:30 a.m. ET Call participants President and Chief Executive Officer — Christopher Young Chief Financial Officer — John Schwab Takeaways Total Revenue -- $194.7 million for the quarter, representing a 9.1% increase year over year and meeting company guidance. -- $194.7 million for the quarter, representing a 9.1% increase year over year an...
Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 8:30 a.m. ET Call participants President and Chief Executive Officer — Christopher Young Chief Financial Officer — John Schwab Takeaways Total Revenue -- $194.7 million for the quarter, representing a 9.1% increase year over year and meeting company guidance. -- $194.7 million for the quarter, representing a 9.1% increase year over year and meeting company guidance. Full-Year Revenue -- $748.4 million, reflecting growth of 12.2% over 2024. -- $748.4 million, reflecting growth of 12.2% over 2024. Subscription Revenue -- $166.2 million for the quarter, up 8.9% year over year; full-year subscription revenue reached $639.7 million, increasing 12.8%. -- $166.2 million for the quarter, up 8.9% year over year; full-year subscription revenue reached $639.7 million, increasing 12.8%. Cloud Revenue -- $94.6 million for the quarter, up 23% year over year; full-year cloud revenue totaled $352.9 million, with 27.9% annual growth, aligning with the 28% guidance. -- $94.6 million for the quarter, up 23% year over year; full-year cloud revenue totaled $352.9 million, with 27.9% annual growth, aligning with the 28% guidance. Services Revenue -- $28.5 million for the quarter, up 10.2% year over year; $108.8 million for the year, with 9.2% growth. -- $28.5 million for the quarter, up 10.2% year over year; $108.8 million for the year, with 9.2% growth. ARR (Annual Recurring Revenue) -- $671 million at quarter end, up 11.3% year over year. -- $671 million at quarter end, up 11.3% year over year. Net Revenue Retention (NRR) -- 105% at year-end, consistent with company targets. -- 105% at year-end, consistent with company targets. Gross Revenue Retention (GRR) -- 94% at year-end, within the 94%-96% target range. -- 94% at year-end, within the 94%-96% target range. Average Annual Revenue per Customer (AARPC) -- $137,867, an increase of 12.4% year over year. -- $137,867, an increase of 12.4% year over year. Scaled Customer Growth --...
Many of the victims of the new year fire were teenagers - the ages of the dead ranging from 14 to 39. It has since emerged that a service door had been locked, preventing many of those inside the bar from getting out as the fire spread at about 01:30 on New Year's Day.
Many of the victims of the new year fire were teenagers - the ages of the dead ranging from 14 to 39. It has since emerged that a service door had been locked, preventing many of those inside the bar from getting out as the fire spread at about 01:30 on New Year's Day.
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
M.photostock/iStock via Getty Images Market Review U.S. equities ended the fourth quarter and the full year higher, extending a multi-year rally. Positive factors for the markets included stronger-than-expected corporate earnings, continued consumer spending, and large investments in artificial intelligence (AI) by major technology companies, alongside interest rate cuts from the Federal Reserve. ...
M.photostock/iStock via Getty Images Market Review U.S. equities ended the fourth quarter and the full year higher, extending a multi-year rally. Positive factors for the markets included stronger-than-expected corporate earnings, continued consumer spending, and large investments in artificial intelligence (AI) by major technology companies, alongside interest rate cuts from the Federal Reserve. Easing trade tensions and ongoing merger activity also helped reinforce confidence in the economic outlook. Despite the strong quarter, investors grew more cautious about whether heavy AI spending will translate into profits, while signs of a softening job market and affordability pressures weighed on sentiment. Housing-related industries and several consumer-focused sectors lagged, highlighting growing concerns that economic strength is becoming less evenly shared.[1] Portfolio Review The Fund returned -3.36%, reflecting performance at the net asset value (NAV) of Class I shares with all distributions reinvested for the quarter ended December 31, 2025, compared to the 1.17% return of the Fund’s benchmark, the Russell 1000® Growth Index[2]. Security selection within the Information Technology sector detracted from relative performance over the period, driven by an overweight allocation to Astera Labs, Inc. ( ALAB ) (1.4%), a manufacturer of semiconductor-based connectivity solutions for cloud and AI infrastructure. Security selection within the Communication Services sector also detracted from relative performance, driven by an overweight allocation to Spotify Technology SA ( SPOT )(1.5%), a provider of digital music-streaming services. Security selection within the Health Care sector contributed to relative performance over the period, driven by an overweight allocation to Natera, Inc. ( NTRA )(2.1%), a diagnostics company that provides molecular testing services. A lack of exposure to the Utilities sector also contributed to relative performance as it was the worst perfor...
Key Points Nike will get back to revenue and profit growth if it can introduce products that drive consumer excitement. Its leadership position in the industry and strong brand provide a durable advantage. Nike hitting $100 in a few years is likely the best-case scenario. 10 stocks we like better than Nike › There aren't many companies that have the brand recognition that Nike (NYSE: NKE) does. Ov...
Key Points Nike will get back to revenue and profit growth if it can introduce products that drive consumer excitement. Its leadership position in the industry and strong brand provide a durable advantage. Nike hitting $100 in a few years is likely the best-case scenario. 10 stocks we like better than Nike › There aren't many companies that have the brand recognition that Nike (NYSE: NKE) does. Over the decades, its leadership within the sportswear market has supported its financial success. And with its marketing prowess, the business has resonated with people all over the world. It's not always an easy journey, however. This consumer discretionary stock is not winning right now, as its price has declined 56% in the past five years (as of Feb. 6). Does Nike have what it takes to get to $100 per share? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Patience is important Investors are seeking a 56% gain from the current price of $64. For what it's worth, Nike's all-time high stock price is around $166. This was reached in November 2021. Given that shares trade 64% below that record and show no signs of life, investors are lacking the optimism to be bullish. However, I think that it's only a matter of time for the stock to hit $100. It probably will take a few years, though, in a best-case scenario. Nike's turnaround will take time The current leadership team is working to boost Nike's growth, which has come under pressure in recent years. Competition, especially in the running category, is stiff. The company has failed to drive consumer excitement, with product innovation lacking. Nike also wants to strengthen ties with wholesale accounts that it abandoned during the pandemic-fueled e-commerce boom. Revenue is expected to rise by less than 1% in fiscal 2026, according to the consensus view among sell-side analysts. And earnings per share are expe...